Jacobsen Capital Management’s Union Pacific UNP Stock Holding History

Jacobsen Capital Management’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Buy	1,319 +20	+2%	+$5.25K	0.1%	82
2026 Q1	$315K	Buy	1,299 +3	+0.2%	+$735	0.11%	80
2025 Q4	$300K	Sell	1,296 -18	-1%	-$4.11K	0.1%	83
2025 Q3	$311K	Buy	1,314 +13	+1%	+$2.93K	0.11%	78
2025 Q2	$299K	Buy	1,301 +57	+5%	+$12.7K	0.11%	76
2025 Q1	$294K	Buy	1,244 +20	+2%	+$4.81K	0.13%	70
2024 Q4	$279K	Buy	1,224 +23	+2%	+$5.45K	0.12%	71
2024 Q3	$296K	Buy	1,201 +7	+0.6%	+$1.7K	0.12%	67
2024 Q2	$270K	Buy	1,194 +71	+6%	+$16.6K	0.12%	72
2024 Q1	$276K	Buy	1,123 +6	+0.5%	+$1.48K	0.13%	67
2023 Q4	$274K	Buy	1,117 +94	+9%	+$20.7K	0.14%	62
2023 Q3	$208K	Buy	+1,023	New	+$223K	0.11%	71
2019 Q4	$663K	Sell	3,672 -45	-1%	-$7.7K	0.66%	40
2019 Q3	$602K	Hold	3,717	–	–	0.58%	43
2019 Q2	$628K	Buy	+3,717	New	+$637K	0.63%	41

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobsen Capital Management's UNP Position: Q2 2026 in Review

Jacobsen Capital Management increased its Union Pacific (UNP) stake by 1.5% in Q2 2026, buying an estimated $5.25K and bringing the position to 1,319 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #82.

Jacobsen Capital Management first reported a position in UNP in Q2 2019 and has held it in 15 quarters since. The position peaked at $663K in Q4 2019. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Jacobsen Capital Management held 1,319 shares of Union Pacific worth $359K as of Q2 2026.
Jacobsen Capital Management bought 20 Union Pacific shares in Q2 2026, an estimated $5.25K.
Union Pacific made up 0.1% of Jacobsen Capital Management's portfolio in Q2 2026, its #82 holding.
Jacobsen Capital Management first reported a position in Union Pacific in Q2 2019 and has held it in 15 quarters since.
Jacobsen Capital Management's Union Pacific position peaked at $663K in Q4 2019.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.